Strategic Modelling for Enterprise Integration

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Strategic Modelling for Enterprise Integration

• Eric YuUniversity of Toronto
• 14th World CongressInternational Federation of
  Automatic Control July 5-9, 1999 Beijing China

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Modelling for Enterprise Integration

• It is well-recognized that many types of
  modelling are required to deal with the various
  aspects of enterprise, e.g.,
• activity modelling
• function modelling
• resource modelling
• information modelling
• organization modelling
• e.g., CIMOSA, GERAM,...

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Towards richer organization modelling

• How do we express and reason about
• motivations
• rewards
• different ways for achieving objectives
• understanding why
• opportunities and vulnerabilities
• strategic business and social relationships

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Consider one very successful enterprise...

• important organizational and social aspects are
  missing in conventional models

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Consider another very successful enterprise...

• the differences are not only in workflow,
  information, resources, etc.,
• but also in organizational/social and strategic
  relationships among (internal) organizational
  actors and with (external) customers, suppliers,
  etc.

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Modelling Strategic Actor Relationships and
Rationales - the i modelling framework
Strategic Actors

• have goals, beliefs, abilities, commitments
• depend on each other for goals to be achieved,
  tasks to be performed, resources to be furnished
• are semi-autonomous -- not fully knowable /
  controllable

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Wants and Abilities
I can provide ...
I want...
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A Strategic Dependency Model
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Roles, Positions, Agents
LEGEND
agent position role

• A Strategic Dependency model showing reward
  structure for improving performance, based on an
  example in Majchrzak96

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Some strategic dependencies between IKEA and its
customers
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A Strategic Rationale Model
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Analysis and Design Support

• opportunities and vulnerabilities
• ability, workability, viability, believability
• insurance, assurance, enforceability
• node and loop analysis Yu ICEIMT97
• design issues
• raising, evaluating, justifying, settling
• based on qualitative reasoning Chung Nixon Yu
  Mylopoulos, forthcoming monograph

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Sample i representation for an actor (in Telos)

• TELL Class Physician IN PositionClass ISA
  ProfessionalPosition WITH
• resDepends, committedTo fs FeeForTreatment
  WITH dependee cmClaimsManager end
• goalDepended, commitsTo td Treated(p.injury)
  WITH depender pPatient end
• taskDepends, committedTo tm TakeMedication(p.med
  ) WITH dependee pPatient end
• covers tp TreatingPatient(p) bi
  Billing(p.insurCo)
• integrityConstraint correctClaimsManager
  cmp.insurCo.claimsMgr
• end

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The Strategic Rationale Model - a partial schema
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Ongoing Work

• formal knowledge representation using a
  conceptual modelling language Telos
• tool building - GUI, repository support
• knowledge libraries
• strategic knowhow
• case-based reasoning
• patterns
• case studies
• coordination with other modelling techniques

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Summary and Conclusions

• Need intentional modelling about strategic actors
  to deal with complex organizational, social
  aspects.
• Modelling ontologies may be adapted selectively
  from organization theories, artificial
  intelligence, requirements engineering, etc.
• Strategic modelling needs to be part of
  comprehensive framework for Enterprise
  Integration.
• http//www.fis.utoronto.ca/yu